Valeo Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$3.2B
Signature - Title
Connor Skelly - Chief Compliance Officer
Location
10 W Carmel Drive, Ste 400, Carmel, IN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 691 $3.2B +$213M -$73.2M +$140M SPY, IJR, IJH, IEMG, AAPL 13F-HR 10/10/2024, 10:18 AM
Q2 2024 658 $2.92B +$234M -$56.6M +$177M SPY, IJR, IEMG, AAPL, RSP 13F-HR 7/10/2024, 03:06 PM
Q1 2024 651 $2.51B +$255M -$35.5M +$220M SPY, IJR, IEMG, RSP, AAPL Restatement 4/25/2024, 10:50 AM
Q4 2023 636 $2.22B +$89.5M -$70.9M +$18.6M SPY, IJR, RSP, AAPL, IVV 13F-HR 1/29/2024, 09:36 AM
Q3 2023 621 $1.56B +$122M -$31.9M +$90.5M IJR, RSP, AAPL, IVV, MSFT 13F-HR 10/19/2023, 08:25 PM
Q2 2023 594 $1.93B +$77.8M -$117M -$39.4M SPY, IJR, AAPL, RSP, IVV 13F-HR 7/14/2023, 10:51 AM
Q1 2023 618 $1.8B +$218M -$51.3M +$167M SPY, IJR, RSP, AAPL, IVV 13F-HR 4/17/2023, 11:41 AM
Q4 2022 544 $1.58B +$170M -$56.1M +$114M SPY, IJR, RSP, AAPL, IVV 13F-HR 2/9/2023, 10:05 AM
Q3 2022 485 $1.31B +$140M -$64.4M +$75.5M SPY, IJR, RSP, AAPL, IVV 13F-HR 10/31/2022, 10:06 AM
Q2 2022 484 $1.36B +$71.8M -$115M -$43.3M SPY, IJR, RSP, AAPL, IVV 13F-HR 8/3/2022, 09:13 AM
Q1 2022 585 $1.74B +$226M -$35.7M +$190M SPY, IJR, VCSH, AAPL, RSP 13F-HR 4/28/2022, 07:49 AM
Q4 2021 544 $1.68B +$69.7M -$72.5M -$2.77M SPY, IJR, VCSH, AAPL, RSP 13F-HR 1/7/2022, 11:34 AM
Q3 2021 531 $1.44B +$130M -$43.5M +$86.5M SPY, IJR, AAPL, VWO, RSP 13F-HR 11/2/2021, 10:45 AM
Q2 2021 458 $1.35B +$66.4M -$687M -$620M SPY, IJR, VWO, AAPL, RSP 13F-HR 7/22/2021, 08:27 AM
Q1 2021 1,893 $1.85B +$87.5M -$23.3M +$64.2M SPY, IVV, AMZN, IJR, VWO 13F-HR 4/12/2021, 08:12 AM
Q4 2020 1,626 $1.35B +$451M -$42.2M +$409M SPY, IVV, IJR, VWO, IWD 13F-HR 2/11/2021, 09:41 AM
Q3 2020 1,519 $1.14B +$89.9M -$99.1M -$9.21M SPY, VCSH, IJR, VWO, AAPL 13F-HR 10/28/2020, 08:25 AM
Q2 2020 1,939 $1.09B +$87.9M -$27.6M +$60.3M SPY, VCSH, IJR, VWO, AAPL 13F-HR 7/20/2020, 07:32 AM
Q1 2020 1,726 $926M +$106M -$40.7M +$65.1M SPY, VCSH, IJR, VWO, IVV 13F-HR 4/13/2020, 11:01 AM
Q4 2019 1,602 $1.02B +$65.2M -$16M +$49.2M SPY, IJR, VCSH, VWO, AAPL 13F-HR 1/24/2020, 09:07 AM
Q3 2019 1,525 $898M +$65.9M -$30.6M +$35.3M SPY, VCSH, IJR, VWO, AAPL 13F-HR 10/15/2019, 10:33 AM
Q2 2019 1,528 $873M +$54.5M -$25.4M +$29.1M SPY, IJR, VWO, VCSH, AAPL 13F-HR 7/10/2019, 10:04 AM
Q1 2019 1,529 $822M +$64M -$34M +$30M SPY, VWO, IJR, VCSH, AAPL 13F-HR 4/12/2019, 09:55 AM
Q4 2018 1,452 $712M +$45M -$21.4M +$23.5M SPY, VWO, VCSH, IJR, AAPL 13F-HR 1/30/2019, 02:38 PM
Q3 2018 1,754 $715M +$69.6M -$18.8M +$50.8M SPY, VWO, VCSH, IJR, AAPL 13F-HR 11/1/2018, 08:45 AM
Q2 2018 1,589 $705M +$103M -$40.1M +$63.3M SPY, VWO, VCSH, IJR, AAPL 13F-HR 8/14/2018, 09:36 AM
Q1 2018 1,525 $623M +$53.4M -$27.6M +$25.9M SPY, VWO, VCSH, AAPL, VXUS 13F-HR 4/12/2018, 01:33 PM
Q4 2017 1,374 $609M +$164M -$12.6M +$152M SPY, VWO, VCSH, AAPL, IVV 13F-HR 2/9/2018, 01:18 PM
Q3 2017 1,167 $436M $0 $0 SPY, VWO, VCSH, AAPL, JPM Restatement 11/15/2017, 09:39 AM